Lotito & Lazzara, P.C.

Employee Benefit Plan Auditor

Macomb, MI

About Lotito & Lazzara, P.C.

<p>Founded in October 1992 by Jerry Innes and Michael K. Lotito, Lotito &amp; Lazzara, P.C. is a CPA firm that also goes by CPA Nerds.</p> <p>Based in Macomb Township in the northern Detroit metro area, the firm works with businesses and nonprofits across Macomb and Oakland County. Its work covers business accounting and bookkeeping, along with tax and attestation support for organizations that need formal reporting and assurance.</p> <p>Lotito &amp; Lazzara focuses on using up-to-date technology to manage tax work and attestation engagements that have become more complex over time. For retirement plans that require an independent audit, sponsors can also consider the firm among local <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>Phone: (586) 468-0200. Website: <a href="https://www.cpanerds.com/">https://www.cpanerds.com/</a>.</p> <ul> <li>Founded: 1992 (October)</li> <li>Founders: Jerry Innes and Michael K. Lotito</li> <li>Location: Macomb Township, Michigan (Detroit area)</li> <li>Services: business accounting, bookkeeping, nonprofit CPA services</li> <li>Work includes: tax and attestation</li> </ul>

Website: https://www.cpanerds.com/

Founded: 1992

Office Locations

  • Macomb, MI

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $70.9M
  • 401(k): 6 plans, $70.9M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
UFCW MEMBERS, LOCAL UNIONS, AND MULTI-EMPLOYER 401(K) PLAN UFCW MEMBERS, LOCAL UNIONS, AND MU, MI $30M 2,369
C B S BORING & MACHINE CO., INC. PLAN C B S BORING & MACHINE CO., INC., MI $12M 116
WHITLAM GROUP 401(K) PLAN WHITLAM GROUP, INC., MI $12M 112
TEAMSTERS LOCAL UNION 299 MULTI EMPLOYER 401(K) PLAN TEAMSTERS LOCAL UNION 299, MI $8M 316
HOTEL INVESTMENT SERVICES 401(K) PLAN HOTEL INVESTMENT SERVICES, INC, MI $5M 551
401(k) Retirement Plan Healthcare Sponsor, MI $4M 122

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